How to set up Declined Services

How to set up and manage Declined Services

Written by Sam Taylor Updated over a week ago

After logging in to your MechanicAdvisor dashboard, simply search for the customer you would like to add declined services for. Create an invoice with the services they completed, and then add additional line items for services declined. Make sure to begin all declined services with "Declined:", for example Declined: Brake Repair. Then mark them as "Notes".

Once you have completed the invoice, navigate to "Notifications" on the left menu, then click on the "Declined Services" tab. From there, you can view a list of all customers that have declined services, manage the notification settings for individuals, edit templates, and manage text and email notifications for all declined customers.

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